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Amy Burton

32 Years of Experience
Fort Wayne, IN
Broker

Amy Burton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Wayne, IN, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6329 Constitution Drive, Fort Wayne, IN, 46804

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amy is a partner and branch manager at Burton Vosmeier & Looney Financial Advisory Group and BVL Advisors LLC. She also owns BVL Enterprises LLC, a rental real estate business, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2014 - Present · 11 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Raymond James & Associates, INC.
September 2008 - October 2014 · 6 yrs 1 mo
Raymond James & Associates, INC.Broker
September 2008 - October 2014 · 6 yrs 1 mo
Robert W. Baird & CO. Incorporated
May 2007 - October 2008 · 1 yr 5 mos
Robert W. Baird & CO. IncorporatedBroker
May 2001 - October 2008 · 7 yrs 5 mos
Natcity Insurance Services, INC.Broker
January 1999 - May 2001 · 2 yrs 4 mos
Liberty Securities CorporationBroker
July 1998 - January 1999 · 6 mos
Natcity Investments, INC.Broker
May 1998 - May 2001 · 3 yrs
Fsc Securities CorporationBroker
September 1995 - June 1998 · 2 yrs 9 mos
Ids Life Insurance CompanyBroker
December 1993 - September 1995 · 1 yr 9 mos
American Express Financial Advisors INC.Broker
December 1993 - September 1995 · 1 yr 9 mos
State Registrations18 states
ALAZCOFLGAILINLAMDMIMONCNHOHOKSCTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.